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Bernardo Wealth Planning’s Duke Energy DUK Stock Holding History

Bernardo Wealth Planning’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,777
Closed -$245K – 173
2020
Q3 		$245K Buy
+2,777
New +$245K 0.11% 135